Harold L & Evelyn W Matthews Trust U-a

Private foundation · Grantmaker Buffalo, NY EIN: 23-6795638

Harold L & Evelyn W Matthews Trust U-a is a private foundation, based in Buffalo, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $608K in total assets. In 2025, it awarded 1 grant totaling $37K. Net investment income was $47K.

Key facts about Harold L & Evelyn W Matthews Trust U-a

In short: Harold L & Evelyn W Matthews Trust U-a gave $37K across 1 grant in 2025 (avg $37K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-6795638
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$36,963
Grants made (2025)
1
Average grant
$36,963
Median grant
$36,963
Total assets
$608,151
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$608K

+1.7% YoY

Annual Giving

$37K

+9.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$37K

+9.3% YoY

Under IRS private-foundation payout rules, Harold L & Evelyn W Matthews Trust U-a reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.

How Harold L & Evelyn W Matthews Trust U-a gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

York

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $34K (2023) to $45K (2021). In 2025 it made 1 grant totaling $37K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

York College of Pennsylvania: $37KYork College of Pennsylvania$37K

The largest 2025 recipient was York College of Pennsylvania ($37K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
York College of Pennsylvania York, PAScholarship Awards$36,963

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$608,151$598,226$615,835
Revenue$61,745$30,302$18,830
Expenses$51,811$47,719$47,834
Qualifying Distributions$36,963$35,308$35,243
Net Investment Income$46,812$17,884$6,514
Distributable Amount$35,289$33,595$33,072

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 5, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 11, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 10, 2024)
  5. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Harold L & Evelyn W Matthews Trust U-a's only listed officer is MT Trust Company, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • MT Trust Company

    Trustee

    New on the 2025 filing

    1 hr/week

    $14K (2025)

Former officers (2)
  • Former: M AND T Trust Company (2023–2024) — Trustee
  • Former: M & T Bank (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Mt Trust Company — Trustee: $14KMt Trust CompanyTrustee$14K

The highest reported compensation on the 2025 filing was $14K, to Mt Trust Company (Trustee).

Frequently asked questions about Harold L & Evelyn W Matthews Trust U-a

How much does Harold L & Evelyn W Matthews Trust U-a give each year?

Harold L & Evelyn W Matthews Trust U-a gave $37K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 1 grant.

How large is Harold L & Evelyn W Matthews Trust U-a?

Harold L & Evelyn W Matthews Trust U-a reported $608K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).

Where does Harold L & Evelyn W Matthews Trust U-a operate?

Harold L & Evelyn W Matthews Trust U-a has awarded grants in Pennsylvania.

What is Harold L & Evelyn W Matthews Trust U-a's EIN?

Harold L & Evelyn W Matthews Trust U-a's EIN (Employer Identification Number) is 23-6795638. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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